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You are here: Manager factsheet

Tom Allen
Pinnacle Investment Management
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Manager profile
Tom Allen is portfolio manager, investment analyst, and founding member at Aikya Investment Management. Prior to Aikya, Tom worked at Stewart Investors having joined the business in 2012. He initially worked in Singapore, before moving to Edinburgh to work on Asia Pacific strategies. From 2015, Tom was part of the Stewart Investors team in London where he co-managed the Stewart Investors Asia Pacific and Emerging Markets strategies from 2017. He has a degree in History from University College London (UCL).
Total return for Tom Allen
Manager career performance
Rolling Alpha Quartile: Discrete three year periods
Rolling Alpha Quartile shows a manager's alpha score in quartile terms, plotting his or her risk adjusted performance against all other managers in the UT & OEICs universe. The best managers are those who are consistently ranked in the first or second quartile.
 
Quartile 1
Quartile 2
Quartile 3
Quartile 4
 
 
 
 
 
60-96m
 
 
 
 
 
 
 
 
 
72-108m
 
 
 
 
 
 
 
 
 
84-120m
 
 
 
 
 
 
 
 
 
36-72m
 
 
 
 
 
 
 
 
 
48-84m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Tom Allen

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Tom Allen 11.2 -4.5 -6.4 17.1 - -0.4 -10.4 - - -
Peer Group Composite 16.3 5.5 -20.0 13.5 - 9.2 -6.6 - - -
Over / Under -5.1 -10.0 13.6 3.6 - -9.6 -3.8 - - -
Performance vs peer group composite: Tom Allen
How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
 
Overall markets
Up
Outperformed peer group composite
2 years
out of a possible 6
 
Overall markets
Up
Underperformed peer group composite
4 years
out of a possible 6
 
Rising markets
UpDown
Outperformed peer group composite
1 year
out of a possible 4
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
Aikya Global Emerging Markets Co-managed IA Global Emerging Markets since Oct 19 2020 to present
Funds managed previously
Fund Periods
Scotgems Plc Ord 1p since Jun 26 2017 to Oct 21 2019
Stewart Investors Asia Pcfic and Japan Sustblty since Jul 31 2017 to Sep 29 2019
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Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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